Jefferies Financial Group’s SoFi Technologies SOFI Stock Holding History

Jefferies Financial Group’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.11M	Buy	385,000 +65,000	+20%	+$1.37M	0.04%	299
2025 Q4	$8.38M	Buy	320,000 +234,000	+272%	+$6.52M	0.04%	368
2025 Q3	$2.27M	Buy	86,000 +36,000	+72%	+$854K	0.01%	604
2025 Q2	$911K	Buy	+50,000	New	+$659K	0.01%	764
2023 Q4	–	Sell	-200,000	Closed	-$1.6M	–	1973
2023 Q3	$1.6M	Sell	200,000 -100,000	-33%	-$879K	0.01%	681
2023 Q2	$2.5M	Buy	+300,000	New	+$1.96M	0.02%	589

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Jefferies Financial Group's SOFI Position: Q1 2026 in Review

Jefferies Financial Group increased its SoFi Technologies (SOFI) stake by 760% in Q1 2026, buying an estimated $21.1M and bringing the position to 1,134,805 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #137.

Jefferies Financial Group first reported a position in SOFI in Q4 2022 and has held it in 9 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Jefferies Financial Group held 1,134,805 shares of SoFi Technologies worth $18M as of Q1 2026.
Jefferies Financial Group bought 1,002,845 SoFi Technologies shares in Q1 2026, an estimated $21.1M.
SoFi Technologies made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #137 holding.
Jefferies Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 9 quarters since.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.